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Timothy Plan US Small Cap Core ETF (TPSC) Institutional Ownership

Timothy Plan US Small Cap Core ETF logo
$47.77 +0.25 (+0.53%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Timothy Plan US Small Cap Core ETF (NYSEARCA:TPSC)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$54.07M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$12.11M
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TPSC Institutional Buying and Selling by Quarter

Timothy Plan US Small Cap Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/24/2026 Carlson Financial Inc.4,456$214K0.1%N/A0.059%
8/22/2026 Plan A Wealth LLC182,718$8.77M3.8%+3.5%2.404%
8/21/2026 WorthPointe LLC25,701$1.23M0.3%-13.5%0.338%
8/21/2026 Sound Financial Strategies Group LLC74,136$3.56M2.3%+1.7%0.975%
8/21/2026 Symphony Financial Ltd. Co.4,728$225K0.0%N/A0.062%
8/20/2026 First PREMIER Bank960$43K0.0%+448.6%0.013%
7/10/2026 Family Wealth Partners LLC56,018$2.69M0.8%+13.1%0.747%
7/9/2026 Whitaker Myers Wealth Managers LTD.4,973$239K0.0%-5.2%0.066%
7/8/2026 First Heartland Consultants Inc.29,710$1.43M0.1%+5.6%0.396%
7/8/2026 TrueWealth Advisors LLC19,147$919K0.2%+12.4%0.255%
7/7/2026 Pioneer Wealth Management Group9,306$447K0.1%+16.5%0.124%
5/18/2026 EverSource Wealth Advisors LLC93,831$3.98M0.1%+12.6%1.285%
5/13/2026 Cetera Investment Advisers42,153$1.79M0.0%+3.6%0.577%
5/6/2026 Frontier Asset Management LLC37,858$1.61M0.3%+12.8%0.519%
5/6/2026 Assetmark Inc.120,412$5.11M0.0%+4.5%1.649%
5/5/2026 Geneos Wealth Management Inc.13,667$580K0.0%+29.9%0.187%
5/2/2026 Valmark Advisers Inc.42,603$1.81M0.0%+2.8%0.584%
4/30/2026 Kestra Advisory Services LLC160,321$6.81M0.0%+12.2%2.196%
4/27/2026 World Investment Advisors11,796$501K0.0%-6.8%0.162%
4/20/2026 RFG Advisory LLC29,781$1.26M0.0%+12.7%0.411%
4/18/2026 Faithward Advisors LLC184,261$7.82M1.0%+1.0%2.542%
4/17/2026 Discipline Wealth Solutions LLC16,401$696K0.1%N/A0.226%
4/17/2026 Values First Advisors Inc.4,305$183K0.1%-36.7%0.059%
4/17/2026 Ocean Park Asset Management LLC49,510$2.10M0.1%N/A0.683%
3/13/2026 World Investment Advisors12,658$525K0.0%N/A0.198%
2/19/2026 BFI Wealth Solutions LLC5,157$214K0.2%N/A0.081%
2/17/2026 Osaic Holdings Inc.21,031$872K0.0%-8.5%0.329%
2/17/2026 Advisory Services Network LLC7,341$304K0.0%-3.7%0.115%
2/17/2026 Faithward Advisors LLC182,510$7.57M1.1%-2.0%2.852%
2/13/2026 Kestra Advisory Services LLC142,889$5.92M0.0%+14.5%2.233%
2/13/2026 Stifel Financial Corp220,254$9.13M0.0%+18.3%3.441%
2/13/2026 Mosaic Family Wealth Partners LLC7,073$293K0.0%+3.7%0.111%
2/13/2026 SageOak Financial LLC20,329$843K0.6%+3.3%0.318%
2/12/2026 Jane Street Group LLC28,765$1.19M0.0%N/A0.449%
2/12/2026 Commonwealth Equity Services LLC15,379$637K0.0%+11.7%0.240%
2/12/2026 Betterment LLC11,554$479K0.0%+6.5%0.181%
2/12/2026 Investment Research Partners LLC46,730$1.94M0.8%-1.3%0.730%
2/11/2026 Focus Partners Advisor Solutions LLC32,401$1.34M0.0%-39.2%0.506%
2/11/2026 LPL Financial LLC417,463$17.30M0.0%+3.9%6.523%
2/11/2026 OneAscent Wealth Management LLC16,134$669K0.2%-61.9%0.252%
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2/11/2026 OneAscent Financial Services LLC140,188$5.81M0.5%+4.9%2.190%
2/11/2026 J.W. Cole Advisors Inc.21,595$895K0.0%+4.3%0.337%
2/10/2026 Northwestern Mutual Wealth Management Co.722$30K0.0%+594.2%0.011%
2/9/2026 Strategic Equity Management26,874$1.11M0.4%+6.3%0.420%
2/9/2026 Harbour Investments Inc.1,006$42K0.0%-29.0%0.016%
2/6/2026 EverSource Wealth Advisors LLC83,316$3.45M0.1%+6.4%1.302%
2/6/2026 Plan A Wealth LLC172,937$7.17M3.5%+2.8%2.702%
2/6/2026 Bare Financial Services Inc254,682$10.56M2.9%+6.6%3.979%
2/6/2026 IFP Advisors Inc49,418$2.05M0.0%-0.5%0.772%
2/6/2026 Creative Financial Designs Inc. ADV291,506$12.08M0.8%+6.4%4.555%
2/6/2026 Envestnet Portfolio Solutions Inc.9,422$391K0.0%+22.2%0.147%
2/5/2026 Moneywise Inc.21,669$898K0.4%+3.5%0.339%
2/5/2026 Allworth Financial LP19,846$823K0.0%+10.5%0.310%
2/4/2026 World Investment Advisors12,658$525K0.0%N/A0.201%
2/4/2026 Frontier Asset Management LLC33,575$1.39M0.3%-8.7%0.533%
2/3/2026 Sound Financial Strategies Group LLC42,497$1.76M1.2%+3.3%0.675%
2/3/2026 RFG Advisory LLC26,434$1.10M0.0%+24.1%0.420%
2/2/2026 Benjamin Edwards Inc.16,134$669K0.0%N/A0.256%
1/30/2026 Turning Point Benefit Group Inc.87,116$3.61M1.9%-10.0%1.383%
1/30/2026 Strategic Blueprint LLC8,960$371K0.0%-11.2%0.142%
1/30/2026 Values First Advisors Inc.6,797$282K0.1%+298.4%0.108%
1/30/2026 Sound Stewardship LLC28,136$1.17M0.6%+21.6%0.447%
1/28/2026 N.E.W. Advisory Services LLC1,386$57K0.0%+715.3%0.022%
1/28/2026 Geneos Wealth Management Inc.10,520$436K0.0%+11.8%0.167%
1/26/2026 Merit Financial Group LLC7,797$323K0.0%N/A0.124%
1/26/2026 O Connor Financial Group LLC154,462$6.77M2.7%+1.1%2.452%
1/26/2026CWM LLC46,636$1.93M0.0%+2.8%0.740%
1/26/2026 WorthPointe LLC42,038$1.74M0.5%N/A0.667%
1/26/2026 XY Planning Network Inc.47,767$1.98M0.3%+7.6%0.758%
1/26/2026 Valmark Advisers Inc.41,458$1.72M0.0%-39.5%0.658%
1/23/2026 Farther Finance Advisors LLC960$40K0.0%+72.4%0.015%
1/23/2026 Assetmark Inc.115,240$4.78M0.0%+3.9%1.829%
1/22/2026 Whitaker Myers Wealth Managers LTD.5,352$222K0.0%-53.8%0.085%
1/22/2026 Christian Investment Advisors Inc.338,179$14.02M11.4%+63.6%5.368%
1/21/2026 Sowell Financial Services LLC33,189$1.38M0.1%-47.6%0.527%
1/20/2026 Kavar Capital Partners Group LLC8,694$360K0.0%+6.1%0.138%
1/14/2026 Family Wealth Partners LLC32,479$1.35M0.5%+126.3%0.516%
1/9/2026 First Heartland Consultants Inc.28,348$1.18M0.1%-33.8%0.423%
1/8/2026 Wealth Enhancement Advisory Services LLC152,633$6.53M0.0%+962.2%2.278%
1/7/2026 TrueWealth Advisors LLC21,078$874K0.2%+4.7%0.322%
12/2/2025 Allworth Financial LP17,958$747K0.0%+13.7%0.302%
12/2/2025 IFP Advisors Inc49,693$2.07M0.1%+4.6%0.835%
12/1/2025 Investment Research Partners LLC47,328$1.93M0.9%N/A0.795%
11/18/2025 Advisory Services Network LLC7,621$317K0.0%+6.1%0.128%
11/17/2025 Turning Point Benefit Group Inc.96,816$4.02M2.4%-28.0%1.627%
11/17/2025 United Capital Financial Advisors LLC20,158$838K0.0%+16.9%0.339%
11/17/2025 Susquehanna International Group LLP20,960$871K0.0%+3.6%0.352%
11/17/2025 Citadel Advisors LLC47,658$1.98M0.0%+12.3%0.801%
11/17/2025 Ameriprise Financial Inc.154,727$6.43M0.0%N/A2.600%
11/14/2025 Raymond James Financial Inc.7,216$300K0.0%+32.5%0.121%
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11/13/2025 Betterment LLC10,846$451K0.0%N/A0.182%
11/13/2025 CreativeOne Wealth LLC142,608$5.93M0.1%-0.3%2.397%
11/12/2025 Focus Partners Advisor Solutions LLC53,324$2.18M0.0%N/A0.896%
11/12/2025 Family Wealth Partners LLC14,355$597K0.2%N/A0.241%
11/12/2025 Arete Wealth Advisors LLC11,527$479K0.0%-9.0%0.194%
11/12/2025 Mosaic Family Wealth Partners LLC6,822$283K0.0%+7.5%0.115%
11/12/2025 Creative Financial Designs Inc. ADV274,094$11.39M0.8%+33.0%4.607%
11/12/2025 Bare Financial Services Inc238,817$9.93M3.0%+1.9%4.014%
11/10/2025 First Heartland Consultants Inc.42,842$1.78M0.1%+1.0%0.720%
11/10/2025 EverSource Wealth Advisors LLC78,275$3.25M0.1%+13.2%1.316%


TPSC Institutional Ownership - Frequently Asked Questions

During the previous two years, 87 institutional investors and hedge funds held shares of Timothy Plan US Small Cap Core ETF. The most heavily invested institutionals were LPL Financial LLC ($17.30M), Christian Investment Advisors Inc. ($14.02M), Creative Financial Designs Inc. ADV ($12.08M), Bare Financial Services Inc ($10.56M), Stifel Financial Corp ($9.13M), Plan A Wealth LLC ($8.77M), and Faithward Advisors LLC ($7.82M).Learn more on Timothy Plan US Small Cap Core ETF's institutional investors.

Of the 87 institutional investors that purchased Timothy Plan US Small Cap Core ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Christian Investment Advisors Inc. ($459.11K), Turning Point Benefit Group Inc. ($286.48K), OneAscent Financial Services LLC ($231.73K), Wealth Enhancement Advisory Services LLC ($162.75K), Ameriprise Financial Inc. ($154.73K), CreativeOne Wealth LLC ($143.06K), and Assetmark Inc. ($120.41K).

Institutional investors have bought a total of 1,295,707 shares in the last 24 months. This purchase volume represents approximately $54.07M in transactions.

Of the 29 institutional investors that sold Timothy Plan US Small Cap Core ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Christian Investment Advisors Inc. ($67.57K), Turning Point Benefit Group Inc. ($47.43K), Sowell Financial Services LLC ($30.16K), Valmark Advisers Inc. ($27.04K), OneAscent Wealth Management LLC ($26.17K), Focus Partners Advisor Solutions LLC ($20.92K), and Frontier Asset Management LLC ($16.48K).

Institutional investors have sold a total of 291,020 shares in the last 24 months. This volume of shares sold represents approximately $12.11M in transactions.



Institutional ownership data for NYSEARCA:TPSC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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